0%

Viewing and Managing Activities

Viewing and Managing Activities

9/22/2026
Activities

Once an Activity has been created in DonorDock, you can return to it to review its details, update its status, edit information, attach documents, or delete it when permitted.

Activities may be accessed from several areas of DonorDock, including:

  • A Contact's Activity and Gift Timeline

  • The ActionBoard

  • Activity Reports

  • Campaign records

  • Appeal records

  • Certain Gift records

  • Sent communication records under Outreach

Where an Activity appears depends on the Activity type and how it was originally created.

View Activities from a Contact Record

A contact's Activity and Gift Timeline provides a chronological history of Activities and Gifts associated with that contact.

Open a Contact Record

  1. Navigate to Contacts.

  2. Search for the contact.

  3. Click the contact's name to open their details page.

Locate an Activity

  1. Find the Activity and Gift Timeline on the Contact record.

  2. Scroll through the timeline to locate the Activity you want to review.

  3. If needed, use the filter at the top of the timeline to narrow the results to:

    • Activities

    • Completed Activities

    • Incomplete Activities

  4. Click the Activity card to open its details page.

From the Activity details page, you can review the Activity information and access the available management options.

View Activities from an Activity Report

Activity Reports are useful when you need to review Activities across multiple contacts or filter Activities by criteria such as type, status, date, Campaign, Appeal, or assigned team member.

  1. Navigate to Reports.

  2. Run a standard Activity Report or create a custom report.

  3. Locate the Activity you want to review.

  4. Click the + next to the display name to expand the Activity information.

  5. Select Open Record to open the Activity details page in a new tab.

💡 If you are reviewing Activities generated from a recently sent bulk communication, you may also be able to access the associated Activity Report from the sent communication summary under Outreach.

View Activities from the ActionBoard

Incomplete Activities that have been added to the ActionBoard can be managed directly from the assigned team member's board.

From the ActionBoard, you can review assigned work, open the associated Activity, and update the Activity as work progresses.

When the Activity has been completed, update its status to Complete so it no longer remains active on the board.

View Activities from a Campaign

Activities associated with a Campaign or Appeal may also be reviewed from that record.

  1. Navigate to Transactions > Campaigns.

  2. Open the Campaign.

  3. Locate the Campaign Activities section.

  4. Select the Activity you want to review.

View Activities from an Appeal

  1. Navigate to Transactions > Appeals.

  2. Open the Appeal.

  3. Locate the Appeal Activities section.

  4. Select the Activity you want to review.

This can be especially helpful when reviewing the communication and follow-up activity associated with a particular fundraising effort.

Edit an Activity

Most Activities can be edited after they have been created.

  1. Open the Activity details page.

  2. Click the Activity Actions icon in the upper-right corner (three vertical dots).

  3. Select Edit.

  4. Update the desired Activity information.

  5. Click Save.

You may update information such as the Activity's assignment, dates, priority, status, notes, Campaign, Appeal, or other fields available for that Activity type.

Complete an Activity

Incomplete Activities can be updated once the planned work has been completed.

  1. Open the Activity.

  2. Select Edit.

  3. Change the Status to Complete.

  4. Enter a Completion Note when applicable.

  5. Update any other Activity details that should reflect the completed work.

  6. Click Save.

Completing an Activity preserves it in the contact's Activity history while indicating that no additional work is currently required.

Cancel an Activity

If a planned Activity will no longer be completed, you can update its status to Canceled instead of deleting it.

Canceling the Activity preserves the historical record that the Activity was planned while showing that it was intentionally not completed.

  1. Open the Activity details page.

  2. Select Edit from the Activity Actions menu.

  3. Change the status to Canceled.

  4. Add notes when helpful to explain why the Activity was canceled.

  5. Click Save.

Delete an Activity

Activities may be permanently deleted when they should no longer remain in DonorDock.

  1. Open the Activity details page.

  2. Click the Activity Actions icon in the upper-right corner.

  3. Select Delete.

  4. Confirm the deletion.

Deleting an Activity is permanent and cannot be undone. If an Activity represents planned work that simply will not be completed, consider changing its status to Canceled instead so the history is retained.

Add a Document to an Activity

Documents may be attached to Activities when you want to keep supporting files with the Activity record.

  1. Open the Activity details page.

  2. Click Upload.

  3. Select the document you want to attach.

Supported documents may include:

  • PDF files

  • Microsoft Word files

  • Microsoft Excel files

  • Image files

Once uploaded, the document remains associated with the Activity and can be accessed again from its details page.

Activity History and Reporting

Activities remain part of the contact's engagement history even after they are completed.

This allows your organization to use Activities not only for planning future work, but also for maintaining a record of past donor interactions and organizational activity.

Activity Reports can then be used to review information such as:

  • Completed and incomplete Activities

  • Activities assigned to particular team members

  • Activity types

  • Campaign or Appeal activity

  • Volunteer participation

  • Event Attendance

  • Fundraising Asks

  • Other donor engagement history

Was this guide helpful?